Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • EIN 04-6051215
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Assets
Down$3,048
Down $16,525 (-84%) from 2016
Net Assets
Down$3,048
Down $16,525 (-84%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Down$82,192
Down $14,026 (-15%) from 2016
Expenses
Up$98,717
Up $16,679 (+20%) from 2016
Net Income
Down-$16,525
Down $30,705 (-217%) from 2016
CHARITABLE ACTIVITIES
| Description | Grants | Expenses |
|---|---|---|
| CLUB OPERATIONS INCLUDE WEEKLY LUNCHEON MEETINGS AND OTHER SOCIAL EVENTS FOR WHICH MEMBERS PAY, AND DISTRICT CONFERENCES AND SEMINARS TO BENEFIT CLUB OPERATIONS. | - | $48,523 |
| THE MAJOR EMPHASIS OF THE BEVERLY ROTARY CLUB IS TO PROVIDE VOLUNTEERS AND MINIMAL OPERATING EXPENSES FOR THE BEVERLY ROTARY CLUB FOUNDATION WHICH PROVIDES DONATIONS TO CHARITABLE CAUSES, SCHOLARSHIPS TO LOCAL STUDENTS, AND OTHER PROGRAMS THAT DIRECTLY BENEFIT THE LOCAL COMMUNITY. | - | $25,063 |
| 7,000 WAS DONATED TO THE BEVERLY ROTARY CLUB FOUNDATION FOR SCHOLARSHIPS TO LOCAL STUDENTS WISHING TO FURTHER THEIR EDUCATION. 5,000 WAS DONATED TO ROTAPLAST, A NON PROFIT HUMANITARIAN ORGANIZATION DEDICATED TO PROVIDING FREE RECONSTRUCTIVE CLEFT-PALATE OPERATIONS FOR CHILDREN IN NEED WORLDWIDE. THE REMAINING 4,485 WAS GRANTED TO SEVERAL COMMUNITY AND SPORTING EVENTS COMMITTED TO IMPROVING LIFE FOR THE CITIZENS OF BEVERLY AND SURROUNDING TOWNS. | $16,485 | $16,485 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WILLIAM BECKMAN | President | PT | $0 | - | - |
| MAUREEN TREFRY | First Vice P | PT | $0 | - | - |
| MATTHEW PIAKER | Second Vice | PT | $0 | - | - |
| TOM CHATELLIER | Treasurer | PT | $0 | - | - |
| TIM WEAR | Assistant Tr | PT | $0 | - | - |
| JACKIE RAPISARDI | Secretary | PT | $0 | - | - |
| ALMIRIS CONTRERAS | Asst. Secret | PT | $0 | - | - |
| BRIAN DAPICE | Director | PT | $0 | - | - |
| JULIE FLOWERS | Director | PT | $0 | - | - |
| DONALD KELLEY | Director | PT | $0 | - | - |
| ANDREW DEFRANZA | Director | PT | $0 | - | - |
| CHRISTOPHER HAIGHT | Director | PT | $0 | - | - |
| DAVE OLSON | Director | PT | $0 | - | - |
“Rotary foundation 07/20/2016 po box 201 beverly, ma 01921 7,000 0 0”
“Expenses office expense 1,009 insurance 4,065 installation expense 8,613 lunches/meetings/socials 38,744 celtic sojourn at the cab 561 district and rotary int'l 9,779 program operating expense 13,414 misc. Fundraising expense 1,361 total 77,546”
“The major emphasis of the beverly rotary club is to provide volunteers and minimal operating expenses for the beverly rotary club foundation which provides donations to charitable causes, scholarships to local students, and other programs that directly benefit the local community.”
“7,000 was donated to the beverly rotary club foundation for scholarships to local students wishing to further their education. 5,000 was donated to rotaplast, a non profit humanitarian organization dedicated to providing free reconstructive cleft-palate operations for children in need worldwide. The remaining 4,485 was granted to several community and sporting events committed to improving life for the citizens of beverly and surrounding towns.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TOM CHATELLIER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9782363202 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 20 FRANKWOOD AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BEVERLY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01915 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 19573 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 3048 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 40170 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -16525 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1650 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19573 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 3048 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16485 |
| IRS990EZ/GrossReceiptsAmt | 0 | 82192 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19573 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 3048 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19573 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 3048 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WILLIAM BECKMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MAUREEN TREFRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MATTHEW PIAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TOM CHATELLIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TIM WEAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JACKIE RAPISARDI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ALMIRIS CONTRERAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BRIAN DAPICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JULIE FLOWERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | DONALD KELLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | ANDREW DEFRANZA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | CHRISTOPHER HAIGHT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | DAVE OLSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | FIRST VICE P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECOND VICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | ASSISTANT TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | ASST. SECRET |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 77546 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CHARITABLE ACTIVITIES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3036 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 42022 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE MAJOR EMPHASIS OF THE BEVERLY ROTARY CLUB IS TO PROVIDE VOLUNTEERS AND MINIMAL OPERATING EXPENSES FOR THE BEVERLY ROTARY CLUB FOUNDATION WHICH PROVIDES DONATIONS TO CHARITABLE CAUSES, SCHOLARSHIPS TO LOCAL STUDENTS, AND OTHER PROGRAMS THAT DIRECTLY BENEFIT THE LOCAL COMMUNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CLUB OPERATIONS INCLUDE WEEKLY LUNCHEON MEETINGS AND OTHER SOCIAL EVENTS FOR WHICH MEMBERS PAY, AND DISTRICT CONFERENCES AND SEMINARS TO BENEFIT CLUB OPERATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 7,000 WAS DONATED TO THE BEVERLY ROTARY CLUB FOUNDATION FOR SCHOLARSHIPS TO LOCAL STUDENTS WISHING TO FURTHER THEIR EDUCATION. 5,000 WAS DONATED TO ROTAPLAST, A NON PROFIT HUMANITARIAN ORGANIZATION DEDICATED TO PROVIDING FREE RECONSTRUCTIVE CLEFT-PALATE OPERATIONS FOR CHILDREN IN NEED WORLDWIDE. THE REMAINING 4,485 WAS GRANTED TO SEVERAL COMMUNITY AND SPORTING EVENTS COMMITTED TO IMPROVING LIFE FOR THE CITIZENS OF BEVERLY AND SURROUNDING TOWNS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 16485 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 25063 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 48523 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 16485 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 98717 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 90071 |
| IRS990EZ/TotalRevenueAmt | 0 | 82192 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.BEVERLYROTARY.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ROTARY FOUNDATION 07/20/2016 PO BOX 201 BEVERLY, MA 01921 7,000 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE EXPENSE 1,009 INSURANCE 4,065 INSTALLATION EXPENSE 8,613 LUNCHES/MEETINGS/SOCIALS 38,744 CELTIC SOJOURN AT THE CAB 561 DISTRICT AND ROTARY INT'L 9,779 PROGRAM OPERATING EXPENSE 13,414 MISC. FUNDRAISING EXPENSE 1,361 TOTAL 77,546 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE MAJOR EMPHASIS OF THE BEVERLY ROTARY CLUB IS TO PROVIDE VOLUNTEERS AND MINIMAL OPERATING EXPENSES FOR THE BEVERLY ROTARY CLUB FOUNDATION WHICH PROVIDES DONATIONS TO CHARITABLE CAUSES, SCHOLARSHIPS TO LOCAL STUDENTS, AND OTHER PROGRAMS THAT DIRECTLY BENEFIT THE LOCAL COMMUNITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 7,000 WAS DONATED TO THE BEVERLY ROTARY CLUB FOUNDATION FOR SCHOLARSHIPS TO LOCAL STUDENTS WISHING TO FURTHER THEIR EDUCATION. 5,000 WAS DONATED TO ROTAPLAST, A NON PROFIT HUMANITARIAN ORGANIZATION DEDICATED TO PROVIDING FREE RECONSTRUCTIVE CLEFT-PALATE OPERATIONS FOR CHILDREN IN NEED WORLDWIDE. THE REMAINING 4,485 WAS GRANTED TO SEVERAL COMMUNITY AND SPORTING EVENTS COMMITTED TO IMPROVING LIFE FOR THE CITIZENS OF BEVERLY AND SURROUNDING TOWNS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 30 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TOM CHATELLIER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9782363202 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BEVERLY ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BEVE |
| ReturnHeader/Filer/EIN | 0 | 046051215 |
| ReturnHeader/Filer/PhoneNum | 0 | 9782363202 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 201 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BEVERLY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01915 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 1739F6B73C8DFD087D8DB20AE75F0DB9E1061A35 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 776B636AA85B912906281AB270E420CCB6EAAC33 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 043704462 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GJ BURNS CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10 ELM ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DANVERS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 019232811 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9787771181 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GREGG J BURNS CPA |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T08:52:36-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.